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Financial Advisors in Studio City, CA

How to choose a financial advisor in Studio City

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

David Goldhaber

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Studio City, CA

ProfileNo contact yet

Omar Garcia

Financial Advisor

VALTRION CAPITAL MANAGEMENT, LLC

Studio City, CA

ProfileNo contact yet

Ryan Lynch

Financial Advisor

RSC ASSET MANAGEMENT GROUP, LLC

Studio City, CA

ProfileNo contact yet

Fred Khalil

Financial Advisor

J.P. MORGAN SECURITIES LLC

Studio City, CA

ProfileNo contact yet

Mark Goldfarb

Financial Advisor

GOLDFARB FINANCIAL MANAGEMENT, LLC

Studio City, CA

ProfileNo contact yet

Michael Riggs

Financial Advisor

JOHN HANCOCK INVESTMENT MANAGEMENT LLC

Studio City, CA

ProfileNo contact yet
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